Coulter Financial Services Revenue

Financial Services • Blackstone, Massachusetts, United States • 1-10 Employees

Coulter Financial Services revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Coulter Financial Services

Cristina Coulter

Principal Owner

Company overview

Headquarters	Blackstone, Massachusetts, United States
Websites	coulterfinance.com coulterfinserv.com
NAICS	52
Keywords	Financial Systems, Consulting, System Implementation, Budget, Small Business Services, Leadership Transformation, Non-Profit Finance
Founded	2023
Employees	1-10

Coulter Financial Services Email Formats

Coulter Financial Services uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@coulterfinserv.com), used 100% of the time.

Format	Example	Percentage
{last name}{last name}	doedoe@coulterfinserv.com	100%

About Coulter Financial Services

At Coulter Financial Services, we help nonprofits and mission-driven businesses transform their financial systems and leadership capacity so they can grow with confidence. With experience spanning organizations from $500K to $26M+ in annual budgets, we understand the unique challenges that come with scaling — from grant compliance and audit readiness to the need for board-level financial clarity. Our team provides a full spectrum of services, including: Fractional CFO & Controller support for strategic financial leadership Bookkeeping & compliance oversight to ensure accuracy and accountability Systems integration and migration consulting (QuickBooks → Sage Intacct, NetSuite, and beyond) to streamline operations and unlock real-time reporting What sets us apart is our ability to bridge day-to-day financial operations with long-term strategy. We don’t just “keep the books” — we help organizations build the systems, processes, and leadership capacity they need to sustain growth, secure funding, and achieve their mission. 📈 Our vision: To become the trusted financial partner for nonprofits and mission-driven organizations ready to move beyond QuickBooks, modernize their systems, and strengthen their financial future.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Coulter Financial Services has never raised funding before.

Frequently asked questions

Coulter Financial Services is located in Blackstone, Massachusetts, US.

Coulter Financial Services generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Coulter Financial Services has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coulter Financial Services was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Coulter Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coulter Financial Services

Cristina Coulter

Principal Owner

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